Compare · 3 funds side by side · dividends reinvested

JPSV, SVAL and VUG

JPSVJ.P. Morgan×SVALiShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

JPSV, SVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$162M1.5

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.17%+21.6%+24.1%+14.5%[…]−9.1%14.1%$29M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: JPSV 2023 · SVAL 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $162M$14,574

SVAL

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SVAL

More Ways to See the Pairs

SVAL vs VUG: Top 5 Holdings

Today

SVAL

4.2%in top 5

VUG

in top 545.2%

SVALStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: JPSV, SVAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SVAL0.20%$20

JPSV0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JPSV, SVAL, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

VUG

+25.0%Year to dateJan 1 → Nov 12+4.9%

+29.4%1 yearTotal return+3.5%

+19.6%3 years · per year$10,000 became $17,116 · $18,215+22.1%

+7.8%5 years · per year$10,000 became $14,574 · $16,326+10.3%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.20%Trailing 12-mo yield$220 · $41 a year on $10k0.41%

−9.0%Worst dropSmaller is better−15.1%

15.5%VolatilityLower is calmer19.1%

SVALVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3SVAL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SVAL vs VUG Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

SVALVUGFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SVAL vs JPSV

YTD

iSharesSVAL

+25.0%

JPSVJ.P. Morgan

+21.6%

+25.0%Year to date+21.6%

−9.0%Worst drop · 1Y−9.1%

15.5%Volatility · 1Y14.1%

2.2%Yield1.2%

$162MAssets$29.1M

3–1SVAL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

JPSV1.17%$117

VUG0.41%$41

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

JPSV$117 − $55 = $62

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JPSV, SVAL, VUG

Today

13.4%most shared, JPSV and SVAL

JPSVSVALVUG

JPSV—13.4%0.0%

SVAL13.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

JPSVWorst drop−9.1%14.1% vol

SVALWorst drop−9.0%15.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALJPSV

+25.0%Year to date+21.6%

2.2%Yield1.2%

+29.4%Past year+24.1%

0.20%Fee0.55%

4–0SVAL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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JPSV, SVAL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three